Adjusting client invoices/da: Difference between revisions

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Created page with "1. '''Virksomhedsadresse.'''<br> Virksomhedsadressen, der er tilføjet i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalinger (SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingssystemer - </span> > <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Virksomhedsprofil<..."
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{{#seo: |title=Justering af klientfakturaer - SimplyBook.me |description=Rediger kundefakturaer, så de passer til dine forretningsbehov. Tilpas detaljer og layout uden besvær. Klik her for en trinvis vejledning! |titlemode=tilføj |keywords=faq, ofte stillede spørgsmål, reservationssoftware, spørgsmål om aftalesystem, onlineaftaler, kalendersoftware, reservationssystem, reservationskalender, planlægningssoftware, onlineaftaleplanlægning, onlineplanlægning, opsætning, hjælp til opsætning, support, hjælpeindhold }}
{{#seo: |title=Justering af klientfakturaer - SimplyBook.me |description=Rediger kundefakturaer, så de passer til dine forretningsbehov. Tilpas detaljer og layout uden besvær. Klik her for en trinvis vejledning! |titlemode=tilføj |keywords=faq, ofte stillede spørgsmål, reservationssoftware, spørgsmål om aftalesystem, onlineaftaler, kalendersoftware, reservationssystem, reservationskalender, planlægningssoftware, onlineaftaleplanlægning, onlineplanlægning, opsætning, hjælp til opsætning, support, hjælpeindhold }}


<div lang="en" dir="ltr" class="mw-content-ltr">
Det kan være nødvendigt at vise eller skjule nogle data eller ændre udseendet på de fakturaer, som systemet sender til kunder, når de foretager et køb på din bookingwebsite.<br>
It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.<br>
Du kan justere følgende elementer:
You can adjust the following items:
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<br><br>
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<div lang="en" dir="ltr" class="mw-content-ltr">
1. '''Virksomhedsadresse.'''<br>
1. '''Company address.'''<br>
Virksomhedsadressen, der er tilføjet i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalinger (SBPay.me)</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Betalingssystemer  - </span> &gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Virksomhedsprofil</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adresse</span>, vil blive vist på fakturaerne.
The company address added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments(SBPay.me)</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment systems </span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company profile</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Address</span> will be reflected in the invoices.
[[File:Sbpay company settings page - address.png|1200px|border|center|link=https://help.simplybook.me/images/4/4a/Sbpay_company_settings_page_-_address.png]]
[[File:Sbpay company settings page - address.png|1200px|border|center|link=https://help.simplybook.me/images/4/4a/Sbpay_company_settings_page_-_address.png]]
<br><br>
<br><br>
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
<div lang="en" dir="ltr" class="mw-content-ltr">

Revision as of 15:00, 15 May 2025

Det kan være nødvendigt at vise eller skjule nogle data eller ændre udseendet på de fakturaer, som systemet sender til kunder, når de foretager et køb på din bookingwebsite.
Du kan justere følgende elementer:

1. Virksomhedsadresse.
Virksomhedsadressen, der er tilføjet i Betalinger (SBPay.me) -> Betalingssystemer - > Indstillinger -> Virksomhedsprofil -> Adresse, vil blive vist på fakturaerne.



If you need to hide it simply remove address from that field and save settings.

2. Company VAT number.
If it is added in Payments(SBPay.me) -> Payment systems -> Settings -> Company profile -> Tax information it will be included to the invoice header.





3. Client address.
For the client address to be displayed please enable Client Login custom feature, enable both Display address on the booking page and Make address mandatory registration field in Accessibility section. Save settings.





4. Intake forms and Client Fields
You can add certain forms to be displayed in the client information block.
If it is an intake form please go to Manage -> Intake forms -> click on the necessary form to select -> enable Add field to invoice, save settings.



Or if you wish to add a client form then navigate to Manage -> Client fields -> click on the desired field to edit it -> enable Add field to invoice, save.



As the result both the form title and the client response will be reflected in the invoice.

5. Invoice design.
There are three templates to choose from in Payments(SBPay.me) -> Payment systems -> Custom features -> Invoices -> Settings -> Appearance. Please cheese the one you like the most, add your comopany logo and save settings.



Please note! Importing invoices from external platforms directly into the system is not supported. However, SimplyBook.me offers integration options with various accounting software, including Xero, QuickBooks, and FreshBooks. You can efficiently manage your invoices within your preferred accounting system.